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Distributions and Loans, Other than QDROs

See also: the QDROs message board.

4,169 topics in this forum

  1. Does a plan’s administrator need to know whether a beneficiary is an eligible designated beneficiary?

    By Peter Gulia,   
    • 4 replies
    • 967 views

  2. 403b hardship

    By Santo Gold,
    • 4 replies
    • 1.1k views

  3. RMD Taxation

    By coleboy,
    • 14 replies
    • 1.7k views

  4. Qualified Plan Loan Offset Amounts (QPLO)

    By joel,
    • 2 replies
    • 676 views

  5. RMD to deceased participant

    By AlbanyConsultant,
    • 3 replies
    • 640 views

  6. Loan Refinance

    By Madison71,
    • 10 replies
    • 4.3k views

  7. 1 day termination

    By Santo Gold,
    • 8 replies
    • 1.4k views

  8. RMD Beginning Date - owner only plan + Plan Terminating

    By Basically,
    • 1 reply
    • 458 views

  9. Plan Loan Prohibited Transaction

    By Cloudy,
    • 1 reply
    • 454 views

  10. Participant terminating... RMD first?

    By Basically,
    • 10 replies
    • 1.5k views

  11. Need a loan provision to offer CARES loans?

    By BG5150,
    • 4 replies
    • 633 views

  12. Mandatory Distributions under $5000

    By Ananda,
    • 13 replies
    • 2.1k views

  13. Transfer of Loan from one 401k plan to another.

    By Vlad401k,
    • 1 reply
    • 430 views

  14. Reasonable rate of interest

    By bzorc,
    • 4 replies
    • 1.2k views

  15. In-Service Distribution of In-Plan Roth Conversions Prior to Age 59 1/2

    By Vlad401k,
    • 3 replies
    • 1.9k views

  16. RMD for 2020 was suspended. When is "first" RMD due?

    By BG5150,
    • 1 reply
    • 933 views

  17. pooled plan added immediate payouts... with expected results

    By AlbanyConsultant,
    • 16 replies
    • 1.2k views

  18. Unresponsive beneficiary

    By Belgarath,
    • 4 replies
    • 731 views

  19. Options for Defaulted Loan

    By JOH,
    • 3 replies
    • 506 views
    • JOH
    • JOH

  20. Cares Act - Repayment

    By Scuba 401,
    • 0 replies
    • 379 views

  21. RMD and Cash Value of Life Insurance

    By Ananda,
    • 5 replies
    • 2.9k views

  22. Covid distribution processed without trustee authorization

    By ElaineW,
    • 2 replies
    • 566 views

  23. CRD Coronavirus Related Distribution not adopted but paid a few

    By cjdwyer1,   
    • 20 replies
    • 1.8k views

  24. Distributions from 401(k) Plan

    By fmsinc,
    • 6 replies
    • 820 views

  25. Uncompleted Rollover

    By BTG,
    • 0 replies
    • 349 views
    • BTG
    • BTG

  26. RMD Required for now less than 5% owner?

    By Dougsbpc,
    • 4 replies
    • 898 views

  27. Expanded Availability For Inservice Distributions?

    By mming,
    • 7 replies
    • 1.2k views

  28. Search service

    By Bird,
    • 7 replies
    • 978 views

  29. Loan default correction

    By Belgarath,
    • 8 replies
    • 1.1k views

  30. Distribution Reporting with Invalid SSN

    By EBECatty,
    • 15 replies
    • 2.1k views

  31. Payroll date last day of month, deposit next month, default date?

    By TPApril,
    • 7 replies
    • 867 views

  32. Force-out of "lost partiicpants" in ongoing plan

    By BG5150,
    • 3 replies
    • 855 views
    • JOH
    • JOH

  33. Lump Sum Window for Missing Participants

    By BTG,
    • 3 replies
    • 922 views

  34. hardship withdrawal - withholding

    By Santo Gold,
    • 2 replies
    • 932 views

  35. Can an employee ask sponsor to stop loan repay?

    By BG5150,
    • 1 reply
    • 522 views

  36. Insurance Transfer

    By ASFESQ,
    • 20 replies
    • 1.8k views

  37. hardship backup documentation

    By pmacduff,
    • 1 reply
    • 989 views

  38. Required minimum distributions (rmds)

    By pmacduff,
    • 6 replies
    • 964 views

  39. 401k hardship withdrawal for non safe harbor reasons

    By Santo Gold,
    • 5 replies
    • 3.8k views

  40. Mandatory Cashouts

    By Purplemandinga,
    • 4 replies
    • 1.2k views

  41. Deferrals Made on $0 Compensation Distribution Code

    By Vlad401k,
    • 8 replies
    • 1.1k views

  42. Partial withdrawals in excess of RMD

    By Susan S.,
    • 4 replies
    • 996 views

  43. Documentation for Rollover

    By Remote Kathleen,
    • 7 replies
    • 1.9k views

  44. Qualifying Documentation for Residential Loan

    By K Erica Miller,
    • 5 replies
    • 1.9k views

  45. QPLO reporting

    By DMcGovern,
    • 3 replies
    • 850 views

  46. Is RMD required?

    By Santo Gold,
    • 4 replies
    • 827 views

  47. Coronavirus Related Loan

    By Dougsbpc,
    • 2 replies
    • 507 views

  48. Decedent had no designated beneficiary

    By Tom,
    • 7 replies
    • 1.1k views

  49. RMD - 402f notice not needed?

    By AlbanyConsultant,
    • 11 replies
    • 1.8k views

  50. RMD for Spouse Sole Beneficiary

    By GMK,
    • 13 replies
    • 2.7k views
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